Before you start
- Sign in with an account that has organization administrator access.
Step 1
Open CRM Integration
Find the CRM card in organization settings.
Step 2
Choose the supported provider
Choose one of the providers shown by the current setup interface: Givebutter, Little Green Light, or Bloomerang. Follow the selected provider’s guided instructions.
Step 3
Complete authorization
Use the provider-specific authorization or API credential flow. Keep credentials out of screenshots and shared documentation.
Step 4
Review status
Check the connected provider, sync status, and available last-sync information.
Step 5
Troubleshoot or disconnect
Use refresh and disconnect controls as needed after reading the displayed messages.
What happens next
The integration card shows the intended connection and its synchronization state.
Troubleshooting
- A saved connection does not prove a sync completed successfully.
- Provider-side authorization and real data sync require an appropriate sandbox or controlled account.